Our Services

Here to help you

What our clients expect of us is an objective, professional and efficient service that is delivered with a personal touch. We consider that the key is in creating a trusting relationship with our clients, so that we can provide financial advice that is altogether individual.

We look to provide advice on an on-going basis and forge strong business relationships with our clients. We provide advice in all areas of financial planning including investments, retirement planning, mortgages and financial protection.

We agree with you in advance the method and type of remuneration for our services and ascertain which is the most suitable for your circumstances. An initial meeting to discuss your overall needs, gather some basic facts, and for both parties to simply meet each other is normally conducted without charge to you. It can take place in our offices in Highworth or at a location convenient to you.

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.